What’s what: Tasks vs. Events
- Tasks are to-do items you plan to complete in the future. Example: A phone call you need to make on Friday.
- Events are to-do items with a start and end time. Example: A meeting on Thursday from 1 p.m. to 2 p.m.
The Agenda list view is ideal when you need to quickly scan and act on work. It presents tasks and events in a linear, sortable format so you can move fast. You can:
- View all your to-dos, tasks, and events in one place.
- Use list view controls to filter, sort, and customize columns.
- Create reusable saved lists (great for repeat reporting and routines).
- Use bulk actions to postpone, reassign, complete, or delete items.
Note: Click on the bookmark icon to set the Agenda List View as default.
Customizing your Agenda List View
To add or remove columns, click the columns icon and select the fields you need.
To Filter, hover over the column and click the funnel icon.
Bulk Update Agenda Items: Use bulk actions to postpone, reassign, complete, or delete agenda items.
Adding Tasks and Events
There are several ways to add a task or event to an individual person, deal, or company:
- Click the “+” icon at the top-right of the page and select Task or Event.
- In the top-right corner of the Agenda or Calendar view, click the Add New button.
- In the record profile, locate the Agenda tile and click the “+” icon.
How can I differentiate tasks from events in the agenda list view?
Tasks have due dates, while events do not. Events have start and end dates, whereas tasks do not. To keep them separate, it’s best to create a list where you can use the Task/Event field to filter.
How can I review my completed tasks or events? Add the Completed column, then filter it by Yes (completed), No (not completed), or Any to see all items.
Need help? Contact support at [email protected].